Job Description:

Love to spend time crafting deeper positive relationships? The Regional Account Executive (RAE) is passionate about collaborating with advisors and working with business owners to help their employees tackle and solve all their financial wellness and retirement needs!

As a RAE, you are the primary point of engagement for advisors and small business decision makers in a geographical territory. You will partner your aligned Retirement Director to provide valuable thought leadership, build brand awareness, and improve client dedication with Financial Advisors by utilizing a consultative sales process. As a sales leader, you will influence success via warm leads, carefully identify customer needs, and cultivate relationships, while guiding retirement benefits strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our groups at the forefront of the industry and opens pathways to further career development.

The Team

Fidelity Workplace Investing Sales is a collaborative, competitive, and fast paced environment. The RAE is an important part of our selling team and responsible for selling Fidelity’s 401k Recordkeeping Platform and Multi-Product Solutions through financial advisors and directly with plan sponsors. You will have responsibility for developing, targeting and executing a business plan for a specific territory. Your work plays a vital role in growing profitable long-term relationships.

The Expertise You Have

Established experience and success in consulting, sales or the financial service industry

We require a Series 7 & 63 and will allow study time to obtain within 2 months of hire 

The Skills You Bring

You have excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, and territory management

A real passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances may shift around it

Knowledge of the Financial Services, Employee Benefits, or Human Resources

Industry with shown territory, project and time management skills to achieve goals

You thrive in fast paced and team-oriented environment with a dedication to constant self-improvement 

The Value You Deliver

Executing a sales process via phone and virtual meetings with intermediaries and plan sponsor decision makers to develop long-term business relationships

Providing subject matter expertise on a broad range of retirement benefits, integrated administration and investment options

Leading by example and demonstrating organized preparation and effective follow up skills

Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and manage a pipeline of business

Implement segmentation and client coverage model to cultivate and strengthen relationships with Retirement Leaders within assigned territory

Utilize communication and presentation skills to deliver Fidelity’s marketing campaigns and business building insights to the marketplace to improve brand awareness and drive demand generation

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.